Financial Poise

Structure Is the Key to Stronger Family Business Succession Planning

February 17, 2025
/ Entrepreneurship
/ By Carrie Weiner Rosenbloom

Tags: Family Business, Family Dynamics, Start-Ups & Entrepreneurship, Structure, Transition,

Create a clear structure in your family business succession plan for smoother leadership transitions and long-term business continuity across generations.?

Planning and Staging a Company for Transition

October 25, 2024
/ Entrepreneurship
/ By H. Barry Goodman

Tags: Business Transition and Exit Planning, Employment & Labor Dynamics, Retirement Planning, Transition, Valuation,

How do you prepare your company for a transition? Discover what you need before developing a business transition plan.

Breaking Up Is Hard to Do: Surviving a Business Divorce

August 21, 2024
/ Entrepreneurship • Legal
/ By Michele Schechter

Tags: Fiduciary Duties & Corporate Governance, Leadership, Start-Ups & Entrepreneurship, Transition,

A business divorce is sometimes inevitable, but it can be avoided. Precautionary measures and written agreements can aid in resolving partnership disputes when they occur.

How Family Business Succession Planning Becomes Succession Implementation

April 30, 2024
/ Entrepreneurship
/ By David Spitulnik

Tags: Transition,

Family business succession planning requires discussions about ownership, leadership, payment and other issues to smoothly transition from Gen 1 to Gen 2.